Gradient Investments’s Legg Mason, Inc. LM Stock Holding History

Gradient Investments’s Portfolio LM Stock Details LM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-5	Closed	–	–	1190
2018 Q1	$0	Hold	5	–	–	﹤0.01%	1220
2017 Q4	$0	Buy	+5	New	+$196	﹤0.01%	1117

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Gradient Investments's LM Position: Q2 2018 in Review

Gradient Investments sold out of Legg Mason, Inc. (LM) in Q2 2018, closing a stake of 5 shares.

Gradient Investments first reported a position in LM in Q4 2017 and held it in 2 quarters. The position peaked at $0 in Q1 2018. 370 funds tracked by Wall St. Rank hold LM as of Q2 2018.

Gradient Investments reported no remaining Legg Mason, Inc. position as of Q2 2018 after selling out during the quarter.
Gradient Investments sold 5 Legg Mason, Inc. shares in Q2 2018.
Gradient Investments first reported a position in Legg Mason, Inc. in Q4 2017 and held it in 2 quarters.
Gradient Investments's Legg Mason, Inc. position peaked at $0 in Q1 2018.
370 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2018.

Based on Gradient Investments's 13F filing for Q2 2018, filed 9 Aug 2018.